41 tracked 13F filers disclose a position in XOCT as of the latest SEC 13F filings, a combined $34.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sequent Planning LLC | $8.2M | 209K | ▼−54% Reduced · −246K sh | Q2 2026 | |
| 2 | Aptus Capital Advisors, LLC | $3.4M | 85K | ▼−0.7% Reduced · −582 sh | Q2 2026 | |
| 3 | Financial Guidance Group, Inc. | $3.4M | 85K | ▼−0.7% Reduced · −582 sh | Q2 2026 | |
| 4 | Kestra Advisory Services, LLC | $2.7M | 68K | ▼−5.2% Reduced · −4K sh | Q2 2026 | |
| 5 | OLD MISSION CAPITAL LLC | $1.6M | 44K | ▲+200% Added · +29K sh | Q1 2026 | |
| 6 | SECURED RETIREMENT ADVISORS, LLC | $1.3M | 33K | ▲+2.0% Added · +661 sh | Q2 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 32K | ▲+167% Added · +20K sh | Q1 2026 | |
| 8 | Diligent Investors, LLC | $1.1M | 27K | ▼−3.6% Reduced · −1K sh | Q2 2026 | |
| 9 | HARBOUR INVESTMENTS, INC. | $936K | 25K | ▲+219% Added · +17K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $916K | 25K | ▼−6.0% Reduced · −2K sh | Q1 2026 | |
| 11 | Signal Advisors Wealth, LLC | $967K | 24K | ▲New +24K sh | Q2 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $803K | 22K | ▼−5.3% Reduced · −1K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $675K | 18K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $573K | 15K | ▲New +15K sh | Q2 2026 | |
| 15 | CreativeOne Wealth, LLC | $568K | 14K | ▲New +14K sh | Q2 2026 | |
| 16 | Ignite Planners, LLC | $564K | 14K | ▼−1.1% Reduced · −155 sh | Q2 2026 | |
| 17 | Ashton Thomas Private Wealth, LLC | $543K | 14K | —Held | Q2 2026 | |
| 18 | Atria Investments, Inc | $494K | 13K | ▲New +13K sh | Q2 2026 | |
| 19 | Bouchey Financial Group, Ltd. | $490K | 12K | ▼−98% Reduced · −754K sh | Q2 2026 | |
| 20 | Van Diest Capital, LLC | $489K | 12K | —Held | Q2 2026 | |
| 21 | PFS Partners, LLC | $466K | 12K | —Held | Q2 2026 | |
| 22 | Beacon Financial Advisory LLC | $384K | 10K | —Held | Q2 2026 | |
| 23 | LPL Financial LLC | $362K | 10K | ▼−3.5% Reduced · −358 sh | Q1 2026 | |
| 24 | LVZ, Inc. | $356K | 9K | —Held | Q2 2026 | |
| 25 | Summit Financial, LLC | $326K | 8K | ▲New +8K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in XOCT and 3 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 22 funds | $4.6B |
| APPLE INCAAPL | 21 funds | $2.8B |
| AMAZON.COM INCAMZN | 21 funds | $2.4B |
| MICROSOFT CORPMSFT | 21 funds | $1.8B |
| BROADCOM INCAVGO | 21 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 20 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 20 funds | $1.1B |
| TESLA INCTSLA | 20 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 20 funds | $875.2M |
| WALMART INCWMT | 20 funds | $500.5M |
| ABBVIE INCABBV | 20 funds | $318.2M |
Ranked by how many of XOCT's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for XOCT
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XOCT/capital-change-brief"
Use Arkolith's capital_change_brief for XOCT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XOCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.